SPDR Portfolio S&P 500 Value ETF (SPYV) is Winch Advisory Services LLC’s 5th Largest Position

Winch Advisory Services LLC lowered its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) by 2.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 285,067 shares of the company’s stock after selling 5,798 shares during the quarter. SPDR Portfolio S&P 500 Value ETF accounts for 4.3% of Winch Advisory Services LLC’s holdings, making the stock its 5th biggest position. Winch Advisory Services LLC’s holdings in SPDR Portfolio S&P 500 Value ETF were worth $7,742,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in SPYV. Savant Capital LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 7.2% during the fourth quarter. Savant Capital LLC now owns 189,474 shares of the company’s stock valued at $5,146,000 after buying an additional 12,679 shares during the period. Clear Perspective Advisors LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 23.0% during the fourth quarter. Clear Perspective Advisors LLC now owns 17,230 shares of the company’s stock valued at $468,000 after buying an additional 3,222 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 60.7% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 53,113 shares of the company’s stock valued at $1,542,000 after buying an additional 20,052 shares during the period. Patriot Financial Group Insurance Agency LLC grew its position in SPDR Portfolio S&P 500 Value ETF by 1,072.0% during the fourth quarter. Patriot Financial Group Insurance Agency LLC now owns 2,180 shares of the company’s stock valued at $59,000 after buying an additional 1,994 shares during the period. Finally, Regal Investment Advisors LLC acquired a new stake in SPDR Portfolio S&P 500 Value ETF during the fourth quarter valued at $307,000.

SPYV stock traded down $0.03 during midday trading on Monday, hitting $29.42. 2,355 shares of the stock traded hands, compared to its average volume of 2,087,859. SPDR Portfolio S&P 500 Value ETF has a 1-year low of $25.44 and a 1-year high of $31.96.

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About SPDR Portfolio S&P 500 Value ETF

SPDR S&P 500 Value ETF (the Fund), formerly SPDR Dow Jones Large Cap Value ETF, seeks to closely match the returns and characteristics of the S&P 500 Value Index. The S&P 500 Value Index measures the performance of the large-capitalization value sector in the United States equity market. The Index consists of those stocks in the S&P 500 Index exhibiting the strongest value characteristics based on book value to price ratio; earnings to price ratio, and sales to price ratio.

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Institutional Ownership by Quarter for SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

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